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Terret’s Virtual Revenue Fleet

Handles administrative work so that CS teams can focus on building relationships and driving expansion revenue.

Maximize NDR & scale CS operations

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Focus on high-value customer interactions

Offload administrative tasks so CS managers can spend time on strategic account planning and relationship building.

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Scale customer portfolio management

Enable each CS manager to handle larger customer portfolios with comprehensive agent support.

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Proactively identify expansion opportunities

Effortlessly monitor usage patterns and engagement signals to flag growth opportunities automatically.

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Streamline renewal processes

Automate renewal workflows while ensuring consistent execution of proven CS methodologies across the organization.

HOW WE DO IT

Comprehensive Revenue Agent Fleet for Customer Success

Renewal and Expansion Agents

Streamline customer success workflows.

  • check-icon 1 Sales to CS Coordinator: summarizes all information captured during sales cycle related to implementation and deployment and tracks associated actions
  • check-icon 1 CS Process Manager: generates expansion strategy and surfaces next best action
  • check-icon 1 Account Researcher: analyzes customer usage patterns and business growth indicators
  • check-icon 1 Mutual Action Planner: coordinates multi-stakeholder renewal and expansion processes
Renewal Expansion
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Forecasting Agent

Anticipate future pipeline in real time. 

  • check-icon 1 Delivers AI-driven projection of renewal and expansion revenue
  • check-icon 1 Generates CS specific forecasts for NDR, renewals, expansions, and churn risk
  • check-icon 1 Executes processes for forecast submission, assembly, and review
Forecast Automation-1
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Revenue Intelligence Agents

Surface insights for Customer Success.

  • check-icon 1 Deal Analyst: assesses renewal risk and expansion potential for each customer account
  • check-icon 1 Trend Finder: surfaces insights related to win rates, renewal propensity, and expansion potential
Conversation Analytics
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TERRET DIFFERENCE

Why customer success teams choose Terret

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Complete post-sale revenue lifecycle

Handle every aspect of customer success revenue from onboarding through expansion.

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Scalable CS operations

Support growing customer bases and complex renewal processes without proportionally increasing CS headcount.

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Integrated revenue operations

Connect customer success activities with sales, marketing, and product teams.

Terret took our CS forecasting from a 5% margin of error to less than 1%.
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Paul Staelin

Chief Customer Officer

I’ve asked my team to build a next-generation GTM function. Terret has been an invaluable tool in service of this objective.
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Marjorie Janiewicz

Global Head of Revenue

Terret has become an integral part of our sales motion because they’ve done a superior job of addressing the full scope of my revenue team’s responsibilities.
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Jeff Perry

CRO

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See how customer success teams achieve:

• 45% reduction in administrative time for CS managers

• 60% larger customer portfolios managed per CS team member

• 35% improvement in expansion opportunity identification

• 25% increase in Net Dollar Retention with agent-assisted operations

Request a Demo